Insurance Secrets With Peter Roberts

Evan showed up to his first IMO and walked into an empty office. No computers. No people. No system. He got burned at a second company he found on Instagram. Spent his last dollar on leads that turned out to be wrong numbers. He was applying to jobs at Costco when everything changed.3 weeks later — 21 sales. $17,865 AP.This one is for every agent who's been lied to and is almost done.

Episode DescriptionI was 6 months into the life insurance business, doing everything my upline told me — buying leads, making dials, buying more leads — and I still wasn't making $10,000 a month. Some months I was actually losing thousands of dollars. I felt stuck, scared, and ready to quit.In this episode, I break down the 3 specific changes I made that took me from struggling to pay my bills to consistently earning over $10,000 every single month. These same changes helped me sell over $550,000 in premium my first year and build an agency that's now doing over $1 million in monthly sales.I'm giving you all the tools and lessons I learned the hard way — so you don't have to struggle like I did.Show NotesChange #1 — Fix Your Sales ProcessUse ONE winning script. Stop rotating through dozens of scripts. Build a single proven script with a clear flow: intro → medical section → credibility section → qualifying questions → pitch → present options → close → objection handling.Learn underwriting. Don't just sell 1–3 products your upline told you to push. Learn how to match products to clients' health conditions (diabetes, COPD, etc.) so you're offering real value — fewer objections, higher close rates.Master objection handling. Use the 3-loop method for intro objections: (1) Acknowledge + overcome, (2) Acknowledge + pattern interrupt + overcome, (3) Acknowledge + set a fake appointment + overcome. Do the same for closing objections. Role play relentlessly and review your calls.Understand product commissions. Know the difference between simplified issue and guaranteed issue. Aim for 80% simplified / 20% guaranteed issue. Take the 9-month advance — you need the cash flow to reinvest in your systems.Change #2 — Build a Tracking SystemTrack your daily KPIs: dials, contacts, presentations, and sales. Goal: 10 contacts/day → 5 presentations/day → 2 sales/day.Track your 30-day cash: What the carrier actually pays you based on compensation rate, product type, and commission rate.Track your mix of business: Monitor your simplified vs. guaranteed issue ratio.Track all expenses: Leads, systems, chargebacks — down to the penny, day by day.Track your 12-month cash: Residual income from months 10, 11, and 12. This is where the business becomes truly profitable.Track profit per day, placement rate, and chargebacks.Use one business bank account with a tool like QuickBooks or Rocket Money to run a monthly P&L.Change #3 — Build Real SystemsTake control of your leads. Stop relying on shared leads at $25/lead going to 3 agents. Learn to generate your own leads through Facebook ads or other channels.Speed to lead matters. Contact new leads within minutes, not hours. Use a system that alerts you immediately so you're the first call they get.Build a customer retention system. Don't just sell and move on. Call clients monthly for the first 3 months — if they make it to month 3, they typically stay for the year. Save lapsing policies by calling carriers and rebooking payments.Create a repeatable daily system. Leads come in → contact fast → run your sales process → track your numbers → nurture unconverted leads with emails and drip campaigns. Repeat 6 days a week.Key TakeawayStop flying blind. Build a winning script, track every number, and create systems that produce reliable, duplicatable results. The data tells the story — face it, fix it, and the money follows.Links & Resources🔗 I'm Hiring Agents: https://careers.legacyfamilylife.com/📚 My Free Sales Course + Scripts: https://www.skool.com/master-final-expense-sales-4497/aboutJoin My TeamI'm hiring. If you want to build an insurance business or grow inside our FREE leads + $50k salary opportunity, I would like to meet you. It's simple: we have the BEST leads, the BEST culture, and the BEST training. We have a repeatable sales system that will help you sell $40k/mo like clockwork.This is NOT an MLM agency. We do not hire everyone — we only hire winners.Want to build your own business with our systems? You can also be a broker with our company.

Join My Insurance Sales Team: https://careers.legacyfamilylife.com/My Free Sales Course + Scripts: https://www.skool.com/master-final-expense-sales-4497/aboutDo you want to join my team?I'm hiring. If you want to build an insurance business or grow inside our FREE leads + salary opportunity, I would like to meet you. It's simple: we have the BEST leads, the BEST culture, and the BEST training. We have a repeatable sales system that will help you sell $40k/Mo, like clockwork. Plus, this is not an MLM agency. We do not hire everyone; we only hire winners.

Join My Insurance Sales Team: https://careers.legacyfamilylife.com/My Free Sales Course + Scripts: https://www.skool.com/master-final-expense-sales-4497/aboutDo you want to join my team?I'm hiring. If you want to build an insurance business or grow inside our FREE leads + salary opportunity, I would like to meet you. It's simple: we have the BEST leads, the BEST culture, and the BEST training. We have a repeatable sales system that will help you sell $40k/Mo, like clockwork. Plus, this is not an MLM agency. We do not hire everyone; we only hire winners.Apply here:https://careers.legacyfamilylife.com/

Join My Insurance Sales Team: https://careers.legacyfamilylife.com/My Free Sales Course + Scripts: https://www.skool.com/master-final-expense-sales-4497/aboutDo you want to join my team?I'm hiring. If you want to build an insurance business or grow inside our FREE leads + salary opportunity, I would like to meet you. It's simple: we have the BEST leads, the BEST culture, and the BEST training. We have a repeatable sales system that will help you sell $40k/Mo, like clockwork. Plus, this is not an MLM agency. We do not hire everyone; we only hire winners.Apply here:https://careers.legacyfamilylife.com/

Join My Insurance Sales Team: https://careers.legacyfamilylife.com/My Free Sales Course + Scripts: https://www.skool.com/master-final-expense-sales-4497/aboutDo you want to join my team?I'm hiring. If you want to build an insurance business or grow inside our FREE leads + salary opportunity, I would like to meet you. It's simple: we have the BEST leads, the BEST culture, and the BEST training. We have a repeatable sales system that will help you sell $40k/Mo, like clockwork. Plus, this is not an MLM agency. We do not hire everyone; we only hire winners.Apply here:https://careers.legacyfamilylife.com/

Join My Insurance Sales Team: https://careers.legacyfamilylife.com/All my FREE resources + Scripts: https://www.skool.com/master-final-expense-sales-4497/aboutMost life insurance agents struggle to make money. I make this free content in the hopes that you use it to improve your sales skills enough to partner with us.My Mission is to help agents ACTUALLY provide for their families, by serving and helping people

Join My Insurance Sales Team: https://careers.legacyfamilylife.com/All my FREE resources + Scripts: https://www.skool.com/master-final-expense-sales-4497/aboutMost life insurance agents struggle to make money. I make this free content in the hopes that you use it to improve your sales skills enough to partner with us.My Mission is to help agents ACTUALLY provide for their families, by serving and helping people

oin My Insurance Sales Team: https://careers.legacyfamilylife.com/All my FREE resources + Scripts: https://www.skool.com/master-final-expense-sales-4497/aboutMost life insurance agents struggle to make money. I make this free content in the hopes that you use it to improve your sales skills enough to partner with us.My Mission is to help agents ACTUALLY provide for their families, by serving and helping people

Want to Join My Insurance Sales Team? Go Here: https://careers.legacyfamilylife.com/Join My FREE SKOOL Community (FREE COURSE Inside): https://www.skool.com/master-final-expense-sales-4497/aboutI'm HIRING! We help insurance agents make SIX figures with FREE leads, and NO chargebacks.For everyone else, I make money selling life insurance. I make this free content in the hopes that you use it to improve your sales skills enough to partner with us.My Mission is to help agents ACTUALLY provide for their families, by serving and helping people

Want to Join My Insurance Sales Team? Go Here: https://careers.legacyfamilylife.com/Join My FREE SKOOL Community (FREE COURSE Inside): https://www.skool.com/master-final-expense-sales-4497/aboutI'm HIRING! We help insurance agents make SIX figures with FREE leads, and NO chargebacks.For everyone else, I make money selling life insurance. I make this free content in the hopes that you use it to improve your sales skills enough to partner with us.My Mission is to help agents ACTUALLY provide for their families, by serving and helping people

Want to Join My Insurance Sales Team? Go Here: https://careers.legacyfamilylife.com/Join My FREE SKOOL Community (FREE COURSE Inside): https://www.skool.com/master-final-expense-sales-4497/aboutI'm HIRING! We help insurance agents make SIX figures with FREE leads, and NO chargebacks.For everyone else, I make money selling life insurance. I make this free content in the hopes that you use it to improve your sales skills enough to partner with us.My Mission is to help agents ACTUALLY provide for their families, by serving and helping people

Want to Join My Insurance Sales Team? Go Here: https://careers.legacyfamilylife.com/Join My FREE SKOOL Community (FREE COURSE Inside): https://www.skool.com/master-final-expense-sales-4497/aboutI'm HIRING! We help insurance agents make SIX figures with FREE leads, and NO chargebacks.For everyone else, I make money selling life insurance. I make this free content in the hopes that you use it to improve your sales skills enough to partner with us.My Mission is to help agents ACTUALLY provide for their families, by serving and helping people

Want to Join My Insurance Sales Team? Go Here: https://careers.legacyfamilylife.com/Join My FREE SKOOL Community (FREE COURSE Inside): https://www.skool.com/master-final-expense-sales-4497/aboutI'm HIRING! We help insurance agents make SIX figures with FREE leads, and NO chargebacks.For everyone else, I make money selling life insurance. I make this free content in the hopes that you use it to improve your sales skills enough to partner with us.My Mission is to help agents ACTUALLY provide for their families, by serving and helping people

Want to Join My Insurance Sales Team? Go Here: https://careers.legacyfamilylife.com/

Want to Join My Insurance Sales Team? Go Here: https://careers.legacyfamilylife.com/Join My FREE SKOOL Community (FREE COURSE Inside): https://www.skool.com/master-final-expense-sales-4497/aboutGet you life insurance license fast with my recommended pre-licensing course: https://getyourinsurancelicense.com/peter-roberts149?am_id=peter1618I'm HIRING! We help insurance agents make SIX figures with FREE leads, and NO chargebacks.For everyone else, I make money selling life insurance. I make this free content in the hopes that you use it to improve your sales skills enough to partner with us.My Mission is to help agents ACTUALLY provide for their families, by serving and helping people

Want to Join My Insurance Sales Team? Go Here: https://careers.legacyfamilylife.com/Join My FREE SKOOL Community (FREE COURSE Inside): https://www.skool.com/master-final-expense-sales-4497/aboutGet you life insurance license fast with my recommended pre-licensing course: https://getyourinsurancelicense.com/peter-roberts149?am_id=peter1618I'm HIRING! We help insurance agents make SIX figures with FREE leads, and NO chargebacks.For everyone else, I make money selling life insurance. I make this free content in the hopes that you use it to improve your sales skills enough to partner with us.My Mission is to help agents ACTUALLY provide for their families, by serving and helping people

Want to Join My Insurance Sales Team? Go Here: https://careers.legacyfamilylife.com/Join My FREE SKOOL Community (FREE COURSE Inside): https://www.skool.com/master-final-expense-sales-4497/aboutI'm HIRING! We help insurance agents make SIX figures with FREE leads, and NO chargebacks.For everyone else, I make money selling life insurance. I make this free content in the hopes that you use it to improve your sales skills enough to partner with us.My Mission is to help agents ACTUALLY provide for their families, by serving and helping people

Want to Join My Insurance Sales Team? Go Here: https://careers.legacyfamilylife.com/Join My FREE SKOOL Community (FREE COURSE Inside): https://www.skool.com/master-final-expense-sales-4497/aboutGet you life insurance license fast with my recommended pre-licensing course: https://getyourinsurancelicense.com/peter-roberts149?am_id=peter1618I'm HIRING! We help insurance agents make SIX figures with FREE leads, and NO chargebacks.For everyone else, I make money selling life insurance. I make this free content in the hopes that you use it to improve your sales skills enough to partner with us.My Mission is to help agents ACTUALLY provide for their families, by serving and helping people

Want to Join My Insurance Sales Team? Go Here: https://careers.legacyfamilylife.com/Join My FREE SKOOL Community (FREE COURSE Inside): https://www.skool.com/master-final-expense-sales-4497/aboutI'm HIRING! We help insurance agents make SIX figures with FREE leads, and NO chargebacks.For everyone else, I make money selling life insurance. I make this free content in the hopes that you use it to improve your sales skills enough to partner with us.My Mission is to help agents ACTUALLY provide for their families, by serving and helping people

Want to Join My Insurance Sales Team? Go Here: https://careers.legacyfamilylife.com/Join My FREE SKOOL Community (FREE COURSE Inside): https://www.skool.com/master-final-expense-sales-4497/aboutI'm HIRING! We help insurance agents make SIX figures with FREE leads, and NO chargebacks.For everyone else, I make money selling life insurance. I make this free content in the hopes that you use it to improve your sales skills enough to partner with us.My Mission is to help agents ACTUALLY provide for their families, by serving and helping people

Want to Join My Insurance Sales Team? Go Here: https://careers.legacyfamilylife.com/Join My FREE SKOOL Community (FREE COURSE Inside): https://www.skool.com/master-final-expense-sales-4497/aboutI'm HIRING! We help insurance agents make SIX figures with FREE leads, and NO chargebacks.For everyone else, I make money selling life insurance. I make this free content in the hopes that you use it to improve your sales skills enough to partner with us.My Mission is to help agents ACTUALLY provide for their families, by serving and helping people

Want to Join My Insurance Sales Team? Go Here: https://careers.legacyfamilylife.com/Join My FREE SKOOL Community (FREE COURSE Inside): https://www.skool.com/master-final-expense-sales-4497/aboutI'm HIRING! We help insurance agents make SIX figures with FREE leads, and NO chargebacks.For everyone else, I make money selling life insurance. I make this free content in the hopes that you use it to improve your sales skills enough to partner with us.My Mission is to help agents ACTUALLY provide for their families, by serving and helping people

Want to Join My Insurance Sales Team? Go Here: https://careers.legacyfamilylife.com/Join My FREE SKOOL Community (FREE COURSE Inside): https://www.skool.com/master-final-expense-sales-4497/aboutI'm HIRING! We help insurance agents make SIX figures with FREE leads, and NO chargebacks.For everyone else, I make money selling life insurance. I make this free content in the hopes that you use it to improve your sales skills enough to partner with us.My Mission is to help agents ACTUALLY provide for their families, by serving and helping people

Want to Join My Insurance Sales Team? Go Here: https://careers.legacyfamilylife.com/Join My FREE SKOOL Community (FREE COURSE Inside): https://www.skool.com/master-final-expense-sales-4497/aboutI'm HIRING! We help insurance agents make SIX figures with FREE leads, and NO chargebacks.For everyone else, I make money selling life insurance. I make this free content in the hopes that you use it to improve your sales skills enough to partner with us.My Mission is to help agents ACTUALLY provide for their families, by serving and helping people

Want to Join My Insurance Sales Team? Go Here: https://careers.legacyfamilylife.com/Join My FREE SKOOL Community (FREE COURSE Inside): https://www.skool.com/master-final-expense-sales-4497/aboutI'm HIRING! We help insurance agents make SIX figures with FREE leads, and NO chargebacks.For everyone else, I make money selling life insurance. I make this free content in the hopes that you use it to improve your sales skills enough to partner with us.My Mission is to help agents ACTUALLY provide for their families, by serving and helping people.

Want to Join My Insurance Sales Team? Go Here: https://careers.legacyfamilylife.com/Join My FREE SKOOL Community (FREE COURSE Inside): https://www.skool.com/master-final-expense-sales-4497/aboutI'm HIRING! We help insurance agents make SIX figures with FREE leads, and NO chargebacks.For everyone else, I make money selling life insurance. I make this free content in the hopes that you use it to improve your sales skills enough to partner with us.My Mission is to help agents ACTUALLY provide for their families, by serving and helping people.

Want to Join My Insurance Sales Team? Go Here: https://careers.legacyfamilylife.com/Join My FREE SKOOL Community (FREE COURSE Inside): https://www.skool.com/master-final-expense-sales-4497/aboutI'm HIRING! We help insurance agents make SIX figures with FREE leads, and NO chargebacks.For everyone else, I make money selling life insurance. I make this free content in the hopes that you use it to improve your sales skills enough to partner with us.My Mission is to help agents ACTUALLY provide for their families, by serving and helping people.

Want to Join My Insurance Sales Team? Go Here: https://careers.legacyfamilylife.com/Join My FREE SKOOL Community (FREE COURSE Inside): https://www.skool.com/master-final-expense-sales-4497/aboutI'm HIRING! We help insurance agents make SIX figures with FREE leads, and NO chargebacks.For everyone else, I make money selling life insurance. I make this free content in the hopes that you use it to improve your sales skills enough to partner with us.My Mission is to help agents ACTUALLY provide for their families, by serving and helping people.

Want to Join My Insurance Sales Team? Go Here: https://careers.legacyfamilylife.com/Join My FREE SKOOL Community (FREE COURSE Inside): https://www.skool.com/master-final-expense-sales-4497/aboutI'm HIRING! We help insurance agents make SIX figures with FREE leads, and NO chargebacks.For everyone else, I make money selling life insurance. I make this free content in the hopes that you use it to improve your sales skills enough to partner with us.My Mission is to help agents ACTUALLY provide for their families, by serving and helping people.

Want to Join My Insurance Sales Team? Go Here: https://careers.legacyfamilylife.com/I'm HIRING! We help insurance agents make SIX figures with FREE leads, and NO chargebacks.For everyone else, I make money selling life insurance. I make this free content in the hopes that you use it to improve your sales skills enough to partner with us.My Mission is to help agents ACTUALLY provide for their families, by serving and helping people.

Want to Join My Insurance Sales Team? Go Here: https://careers.legacyfamilylife.com/I'm HIRING! We help insurance agents make SIX figures with FREE leads, and NO chargebacks.For everyone else, I make money selling life insurance. I make this free content in the hopes that you use it to improve your sales skills enough to partner with us.My Mission is to help agents ACTUALLY provide for their families, by serving and helping people.

Want to Join My Insurance Sales Team? Go Here: https://careers.legacyfamilylife.com/Join My FREE SKOOL Community (FREE COURSE): https://www.skool.com/master-final-expense-sales-4497/aboutI'm HIRING! We help insurance agents make SIX figures with FREE leads, and NO chargebacks.For everyone else, I make money selling life insurance. I make this free content in the hopes that you use it to improve your sales skills enough to partner with us.My Mission is to help agents ACTUALLY provide for their families, by serving and helping people.

Want to Join My Insurance Sales Team? Go Here: https://careers.legacyfamilylife.com/I'm HIRING! We help insurance agents make SIX figures with FREE leads, and NO chargebacks.For everyone else, I make money selling life insurance. I make this free content in the hopes that you use it to improve your sales skills enough to partner with us.My Mission is to help agents ACTUALLY provide for their families, by serving and helping people.

Want to Join My Insurance Sales Team? Go Here: https://careers.legacyfamilylife.com/I'm HIRING! We help insurance agents make SIX figures with FREE leads, and NO chargebacks.For everyone else, I make money selling life insurance. I make this free content in the hopes that you use it to improve your sales skills enough to partner with us.My Mission is to help agents ACTUALLY provide for their families, by serving and helping people

Want to Join My Insurance Sales Team? Go Here: https://careers.legacyfamilylife.com/I'm HIRING! We help insurance agents make SIX figures with FREE leads, and NO chargebacks.For everyone else, I make money selling life insurance. I make this free content in the hopes that you use it to improve your sales skills enough to partner with us.My Mission is to help agents ACTUALLY provide for their families, by serving and helping people

Want to Join My Insurance Sales Team? Go Here: https://careers.legacyfamilylife.com/I'm HIRING! We help insurance agents make SIX figures with FREE leads, and NO chargebacks.For everyone else, I make money selling life insurance. I make this free content in the hopes that you use it to improve your sales skills enough to partner with us.My Mission is to help agents ACTUALLY provide for their families, by serving and helping people

Want to Join My Insurance Sales Team? Go Here: https://careers.legacyfamilylife.com/I'm HIRING! We help insurance agents make SIX figures with FREE leads, and NO chargebacks.For everyone else, I make money selling life insurance. I make this free content in the hopes that you use it to improve your sales skills enough to partner with us.My Mission is to help agents ACTUALLY provide for their families, by serving and helping people

Welcome to Insurance Secrets w/ Peter Roberts. On this podcast you will learn how to get grow you insurance business, make more sales and actually stay alive as an agent. I am documenting my journey of building a mulit-million dollar life insurance business, my goal is to share with you all the lessons that have helped me along the way. My goal is to be the person I wish I had in my corner when I got started as a life insurance agent. I am sick of agents being lied to and sold this fake dream, we keep it real here.Want to join our sales team? Apply Here https://careers.legacyfamilylife.com/

Welcome to Insurance Secrets w/ Peter Roberts. On this podcast you will learn how to get grow you insurance business, make more sales and actually stay alive as an agent. I am documenting my journey of building a mulit-million dollar life insurance business, my goal is to share with you all the lessons that have helped me along the way. My goal is to be the person I wish I had in my corner when I got started as a life insurance agent. I am sick of agents being lied to and sold this fake dream, we keep it real here.Want to join our sales team? Apply Here https://careers.legacyfamilylife.com/

Welcome to Insurance Secrets w/ Peter Roberts. On this podcast you will learn how to get grow you insurance business, make more sales and actually stay alive as an agent. I am documenting my journey of building a mulit-million dollar life insurance business, my goal is to share with you all the lessons that have helped me along the way. My goal is to be the person I wish I had in my corner when I got started as a life insurance agent. I am sick of agents being lied to and sold this fake dream, we keep it real here.Want to join our sales team? Apply Here https://careers.legacyfamilylife.com/

In this podcast I share with you what I learned after I made 200,000+ insurance cold calls in 14 months as a new life insurance agent. I share with you everything I learned mastering outbound sales. I hope this episode brings value and helps you win as an agent!

If you are a new life insurance agent looking to join an insurance company. Please watch out for this red flag I share my story about the false promises In the life insurance industry. I hope this helps you on your journey as a life insurance agent .

In this video I share with you how to sell final expense life insurance over the phone. Here is a breakdown of my telesales script that has sold over 2 million+ in business. Hope this helps you crush it!

In this episode, we break down how my insurance agency achieved an incredible $463,761 AP in just 30 days, experiencing a staggering 300% sales growth. I’ll share the strategies, challenges, and key lessons that led to this rapid success. Whether you're an insurance agent, business owner, or entrepreneur looking for actionable insights, this episode is packed with practical tips to help you scale your business quickly and efficiently. Tune in to hear my journey and the steps you can take to achieve explosive growth in your own business!

In this podcast episode I document my journey as a life insurance agent! Here is how I sold 8 or more polices every single week for over 56 weeks in a row as an agent. I break down my sales habits, non-negotiables and system that helped me generate these results!

In this episode I share with you the real reason life insurance agents do not make money. If you track these 4 core metrics in your business you will grow your bank account.

In this episode I share with you the 3 ways you can make MORE money faster as a life insurance agent in 2024. I share with you a story how our agency broke a sales record and it was because we focused on these 3 things. Tune in to help you grow your insurance business. Learn to :1. Increase your prices2. Get paid faster3. Get free leads.

Hey guys in this episode I share with you how to identify the elephant in the room in your sales call. This sales tip will help you sell more life insurance and get people to sell themselves. The white elephant is killing your sales calls, do this instead.